Semiconductor News & Analysis Feed
897 articles
2026-07-06
digitimes.com
2026-07-06
LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare for demand beyond 2028, as silicon photonics (SiPh) revenue is expected to triple in 2026. The optical communications epitaxial wafer (epi-wafer) maker said revenue rose for the eleventh consecutive month, reflecting tighter capacity and stronger data center demand
2026-07-06
news.google.com
2026-07-06
TIKR.com
2026-07-06
news.google.com
2026-07-06
ServeTheHome
2026-07-06
news.google.com
2026-07-06
ServeTheHome
2026-07-05
tomshardware.com
2026-07-05
Dan Mateescu
tktk
2026-07-05
news.google.com
2026-07-05
Intellectia AI
2026-07-05
news.google.com
2026-07-05
Intellectia AI
2026-07-05
digitimes.com
2026-07-05
Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive monthly revenue record as demand from the market remained strong. The company also posted record quarterly revenue in both the first and second quarters of 2026, underscoring its sustained growth momentum.
2026-07-05
news.google.com
2026-07-05
Yahoo Finance
2026-07-05
news.google.com
2026-07-05
The Motley Fool
2026-07-04
tomshardware.com
2026-07-04
Etiido Uko
TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.
2026-07-04
news.google.com
2026-07-04
Intellectia AI
2026-07-04
digitimes.com
2026-07-04
Volatile precious metal prices weighed heavily on passive component suppliers in early 2026, but the cost pressures have also created unexpected order-transfer opportunities for Taiwanese manufacturers.
2026-07-04
digitimes.com
2026-07-04
Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for the semiconductor and PCB inspection equipment maker. The company said the biggest challenge has now shifted from winning orders to managing supply chains and expanding capacity.
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
www.digitimes.com
2026-07-04
digitimes
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified...
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2026-07-04
www.tradingview.com
2026-07-04
TradingView
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GuruFocus
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Michael Burry Shorts Micron After 240% Surge Since Start of 2026
Michael Burry Shorts Micron After 240% Surge Since Start of 2026
Less than 1 min read
MU
+1.11%
PYPL
−2.45%
SFM
−4.56%
ZTS
−1.56%
Michael Burry (Trades, Portfolio) has reportedly opened a short position in Micron Technology
MU
as the chip stock's powerful rally continues to draw investor attention. In a Substack
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has become the semiconductor story of 2026. Shares are up 152.56% year-to-date, driven by an AI infrastructure buildout that keeps expanding faster than the market can price in.
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Our 24/7 Wall St. price target for AMD is $589.73, roughly 9.03% above where the stock trades today. Our model rates AMD a buy,
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
intellectia.ai
2026-07-03
Intellectia AI
The semiconductor industry is experiencing one of its most significant rallies in decades, driven by the explosive growth of artificial intelligence infrastructure spending. In July 2026, AI chip stocks have added a combined $2 trillion in market value, with the Philadelphia Semiconductor Index surging over 47% year-to-date. NVIDIA continues to dominate with an estimated 70-80% market share in AI